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The edit 1099 tax section has four tabs – a grid edit tab for each tax form and a form edit tab screen for each form. The grid edit format allows you to see multiple tax records at a time for quick editing and number checking. To edit directly in the grid, simply click in the desired field to enable the field, make your changes, and click the save button. You can also click on the edit toolbar button to jump directly into the form edit mode for the currently highlighted tax record. If you need to find a specific tax record in the grid, you can use the search bar at the top of the grid to filter the results by your typed text.

 


 

While in the form edit mode, you can click on the next and previous toolbar buttons to move through the tax records. You can also use the keyboard shortcuts Ctrl + left arrow for previous and Ctrl + right arrow for next. Any edits that are made in the INT grid edit tab will appear in the INT form edit tab and vice versa.

 



 

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